Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 6,357 shares of DON stock, worth $322,363. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,357

Previous 6,569 3.23%

Holding current value

$322,363

Previous $325 Million 2.05%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$43.28 - $50.37 $9,175 - $10,678	-212 Reduced 3.23%	6,357 $319 Million
Q1 2025 Apr 28, 2025	BUY	$48.02 - $53.02 $2,737 - $3,022	57 Added 0.88%	6,569 $325 Million
Q4 2024 Jan 30, 2025	SELL	$50.53 - $55.55 $16.1 Million - $17.6 Million	-317,710 Reduced 97.99%	6,512 $332 Million
Q4 2024 Jan 27, 2025	BUY	$50.53 - $55.55 $16 Million - $17.6 Million	317,590 Added 4788.75%	324,222 $332 Million
Q3 2024 Nov 12, 2024	SELL	$46.17 - $51.13 $14.9 Million - $16.5 Million	-322,731 Reduced 97.99%	6,632 $339 Million
Q2 2024 Aug 06, 2024	BUY	$45.6 - $48.78 $14.7 Million - $15.7 Million	321,912 Added 4320.39%	329,363 $20.7 Million
Q1 2024 Apr 22, 2024	BUY	$44.21 - $48.77 $329,408 - $363,385	7,451 New	7,451 $363 Million
Q3 2023 Nov 07, 2023	BUY	$40.51 - $44.22 $141,177 - $154,106	3,485 Added 73.17%	8,248 $338 Million
Q2 2023 Sep 06, 2023	BUY	$38.91 - $42.05 $185,328 - $200,284	4,763 New	4,763 $200 Million

Others Institutions Holding DON

# of Institutions

485

Shares Held

45.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History